Fatima Sogueco Senior Software Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS® fatimas@car.org

1. Fatima Sogueco Senior Software Products Coordinator CALIFORNIA ASSOCIATION OF REALTORS® fatimas@car.org

2. Benefits of using zipForm® 6 • FREE upgrade for C.A.R. Members! • Available in 3 versions: zipForm® 6 Professional, Standard and zipForm® Mobile Web Edition • Access additional C.A.R. Member Benefits such as Forms Advisor®, Forms Tutor®, ePUBS®, Foreclosure Prevention Library and Foreign Language Forms • Send documents for digital signatures using zipLogix Digital Ink® • Use zipVault® online document to store, e-mail, e-fax transaction-related forms

3. What is ePUBS® for zipForm® 6? A free Add-on library for C.A.R. members Contains five mandated and numerous consumer disclosure titles, consumer-targeted educational titles, short sale/foreclosure, and eco-friendly information • Residential Environmental Hazards • Protect Your Family from Lead in Your Home • Home Energy Rating Pamphlet • Homeowner’s Guide to Earthquake Safety • Separate Signature Page

4. Other titles in the library • Make non-mandated recommendations about the transaction without the extra costs. • Consumers Guide to Disclosure for Buyers • Consumers Guide to Disclosure for Sellers • Seller’s Guide to the RLA & Disclosures • Buyers & Sellers Guide to the RPA • Transaction Booklet • Foreclosure Q&A • Short Sale Q&A • Green Living Brochure

5. C.A.R.’S NEW FORECLOSURE PREVENTION LIBRARY • FREE add-on library available to all members and zipForm® 6 users. Available through the zipForm® 6 Professional and Standard editions • Designed to help REALTORS® act as a resource to their clients, prevent and ease the pain of foreclosure. • 10 customizable documents: • Proposition 8 - Property Tax Relief • Tips for a Short Sale Seller • Tips for a Short Sale Buyer • Foreclosure or Short Sale • Foreclosure Prevention Resources • Short Sale Process • Foreclosure Timeline • Homeowner Liability After Foreclosure • Avoiding Foreclosure Scams • Alternatives to Foreclosure • For download instructions and information visit: http://www.car.org/tools/zipForm6/fpl/

6. C.A.R. Sample Letter Library

7. DRE Forms in zipForm® Forms regarding: • Licensing • Mortgage Lending • Trust Funds

8. TouchSign™ A new feature of zipForm® Mobile Web Edition zipForm® Mobile Web Edition Log in at m.zipformonline.com from your Tablet or Smartphone devices!

9. Log into zipForm® Mobile Web from your tablet device m.zipformonline.com

10. Press the “New” button to create a new transaction

11. Provide a Transaction Name, Property Type and press “Create” button

12. TIP! You can also apply any existing templates to your transaction

13. Press the “Add” button to add C.A.R. forms to your transaction TIP! Tap each from you wan to add

14. Select the C.A.R. form you wish to edit and press “Edit”

15. Press the “More” menu to select additional zipForm® Mobile options Highlighter You can highlight the boilerplate of the form. Use your Stylus or finger to drag and position which areas you wish to highlight

16. Notes Notes Insert additional instructions for clients directly on your form!

17. E-mail E-mail Send zipForm® documents to clients using the E-mail function

18. Using the electronic signature with TouchSign™ • Open transaction to use for TouchSign™

19. Select “Sign with TouchSign” to begin signing process

20. Select C.A.R. Forms to send for e-sign Select zipVault® documents to e-sign

21. Select signer and click TouchSign! button to begin signing process

22. Using your tablet – Clients can begin signing the documents

23. Create Your Own Signature Drag and Tap “Place” button to populate signature on field

24. Signer receives completion notice and an email confirmation will be sent to their inbox with a copy of the signed documents

25. Using zipLogix Digital Ink®

26. Select “Sign with zipLogix Digital Ink®” to begin signing process

27. Select C.A.R. Forms to send for e-sign Select zipVault® documents to e-sign

28. Form fields are pre-tagged! No more drag and dropping of signature tags on C.A.R. forms

29. Use “Add Party “ button to include additional signers. Highlight “CC” checkboxes to send all parties the signed copies of the forms

30. 1 2 1. Select the first party on your list 2. Drag and drop signature or initial tag on the form fields

31. Use the “Send” tab to include additional information to your signers. Click “Send Now” button to send documents to your clients for digital signatures

32. Signing using zipLogix Digital Ink®

33. 1. Click “START” button 2. Assign a Pin Code and click “On to View/Sign”

34. Select “Click Here to Sign” to populate digital signatures on the form Click “Confirm Signature” to complete signature process 2 1

35. Log back to zipForm® Mobile transaction page and select “Signatures” icon. Choose “View Signed Documents” from the drop-down menu to check the status of your digital signature submission

36. Using zipForm® MLS-Connect

37. Press the “New” button to create a new transaction

38. Provide a Transaction Name, Property Type and press “Create” button

39. TIP! You can also apply any existing templates to your transaction

40. Select Import MLS Listing Data CLAW Select MLS name Enter MLS User ID Enter MLS Password Select Property type (Commercial, Residential, Vacant Land, etc.) Enter Listing Number of the property Click “Get” button

41. Click “Import” Property: 1234 Main Road Beverly Hills, CA 90210 Listing Price: $899,000 Date: 1/25/2013 Agent ID: 0123469 Data pulled from zipFormMLS-Connect® now auto-populates through form fields

42. More information http://www.car.org/tools/zipForm6/zfmobile/ Support http://support.zipform.com/mobile_ed/mobile_edsupport.asp How-To Videos http://support.zipform.com/mobile_ed/mobile_videos.asp

43. Thank you! Fatima Sogueco fatimas@car.org 213.739.8315 Customer Support 213.739.8227 Monday-Friday: 8:30 a.m. – 4:45 p.m.